Sowell Financial Services LLC

SEC CIK: 0001633697
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Sowell Financial Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 134,295
Value: $15.2M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Sowell Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	134,295	$15.2M	0.5%	−5,507−3.9%	Reduced	Holders
Q1 2026	139,802	$17.4M	0.6%	+1,271+0.9%	Added	Holders
Q4 2025	138,531	$15.4M	0.6%	−860−0.6%	Reduced	Holders
Q3 2025	139,391	$14.4M	0.6%	−4,250−3.0%	Reduced	Holders
Q2 2025	143,641	$14.0M	0.6%	−709−0.5%	Reduced	Holders
Q1 2025	144,350	$12.7M	0.6%	−5,719−3.8%	Reduced	Holders
Q4 2024	150,069	$13.6M	0.7%	+25,700+20.7%	Added	Holders
Q3 2024	124,369	$10.0M	0.5%	−803−0.6%	Reduced	Holders
Q2 2024	125,172	$8.47M	0.4%	−6,714−5.1%	Reduced	Holders
Q1 2024	131,886	$7.96M	0.4%	−35,439−21.2%	ReducedConverted for a 3-for-1 split	Holders
Q4 2023	55,775	$8.82M	0.5%	−1,178−2.1%	Reduced	Holders
Q3 2023	56,953	$9.11M	0.6%	−302,883−84.2%	Reduced	Holders
Q2 2023	359,836	$56.6M	3.2%	+153,253+74.2%	Added	Holders
Q1 2023	206,583	$30.5M	2.4%	−112,559−35.3%	Reduced	Holders
Q4 2022	319,142	$45.4M	2.9%	−21,775−6.4%	Reduced	Holders
Q3 2022	340,917	$44.2M	4.5%	+1,385+0.4%	Added	Holders
Q2 2022	339,532	$41.3M	3.8%	+311,712+1,120.5%	Added	Holders
Q1 2022	27,820	$4.14M	0.7%	−256,255−90.2%	Reduced	Holders
Q4 2021	284,075	$41.3M	2.4%	+23,757+9.1%	Added	Holders
Q3 2021	260,318	$36.3M	2.5%	−53,314−17.0%	Reduced	Holders
Q2 2021	313,632	$44.2M	2.9%	+9,096+3.0%	Added	Holders
Q1 2021	304,536	$43.0M	1.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.